+76.1%
SHEL vs FBTC
+42.6%
+33.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +1.5% |
| 7D | +0.8% | -9.2% | +10.0% | +1.2% |
| 30D | -3.6% | -15.8% | +12.2% | -2.9% |
| 3M | +12.0% | +8.7% | +3.4% | +11.2% |
| 6M | +19.7% | -13.6% | +33.3% | +20.2% |
| YTD | +39.6% | -21.5% | +61.1% | +40.6% |
| 1Y | +36.4% | -29.9% | +66.4% | +38.0% |
| All | +76.1% | +42.6% | +33.5% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FBTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling